Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.80%
Stock 98.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of February 28, 2026
Large 3.10%
Mid 4.31%
Small 92.58%
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Region Exposure

% Developed Markets: 97.54%    % Emerging Markets: 0.68%    % Unidentified Markets: 1.78%

Americas 93.58%
90.24%
Canada 1.44%
United States 88.80%
3.34%
Brazil 0.67%
Colombia 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.37%
United Kingdom 1.49%
0.98%
Belgium 0.00%
France 0.00%
Ireland 0.56%
Italy 0.00%
Netherlands 0.04%
Sweden 0.00%
Switzerland 0.37%
0.00%
1.90%
Israel 1.90%
United Arab Emirates 0.00%
Greater Asia 0.27%
Japan 0.00%
0.00%
Australia 0.00%
0.26%
Hong Kong 0.26%
Singapore 0.00%
0.00%
Unidentified Region 1.78%

Stock Sector Exposure

Cyclical
23.84%
Materials
3.86%
Consumer Discretionary
8.16%
Financials
9.92%
Real Estate
1.90%
Sensitive
51.85%
Communication Services
0.94%
Energy
3.59%
Industrials
27.73%
Information Technology
19.59%
Defensive
22.82%
Consumer Staples
1.22%
Health Care
20.43%
Utilities
1.17%
Not Classified
1.49%
Non Classified Equity
1.38%
Not Classified - Non Equity
0.11%
As of February 28, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available